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Invesco FTSE RAFI US 1500 Small-Mid ETF
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Overview Fund Activity

280 hedge funds and large institutions have $864M invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 78 increasing their positions, 103 reducing their positions, and 20 closing their positions.

Holders
280
Holders Change
+1
Holders Change %
+0.36%
% of All Funds
3.76%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
29
Increased
78
Reduced
103
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AC
1
AlphaCore Capital
California
$10.8M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$34.1M
3
WWA
3
WCG Wealth Advisors
Nevada
$10.4M
4
LPL Financial
4
LPL Financial
California
$47.1M
5
VP
5
Verum Partners
North Carolina
$5.95M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$0
2
UBS Group
2
UBS Group
Switzerland
$20.6M
3
Invesco
3
Invesco
Georgia
$14.4M
4
FFA
4
First Foundation Advisors
California
$37.8M
5
EH
5
Equitable Holdings
New York
$5.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
201
Founders Financial Alliance
North Carolina
$161K -$27.3K -671 -15%
FFO
202
Fortitude Family Office
Arizona
$158K – – –
IA
203
IFP Advisors
Florida
$156K +$77.9K +1,915 +100%
PS
204
Principal Securities
Iowa
$154K +$40.8K +1,002 +36%
CAL
205
Capital Analysts LLC
Pennsylvania
$153K – – –
OC
206
Oakworth Capital
Alabama
$153K – – –
RWM
207
RMG Wealth Management
Wisconsin
$120K +$120K +2,858 New
AEPWM
208
Atlantic Edge Private Wealth Management
Florida
$109K – – –
AWM
209
AE Wealth Management
Kansas
$108K +$15.7K +385 +17%
CIAS
210
Capital Investment Advisory Services
North Carolina
$105K – – –
PNC Financial Services Group
211
PNC Financial Services Group
Pennsylvania
$100K -$55.1K -1,355 -35%
BlackRock
212
BlackRock
New York
$98.6K +$60K +1,475 +155%
ITIM
213
Indiana Trust & Investment Management
Indiana
$96.8K – – –
GI
214
GAMMA Investing
California
$95.7K – – –
TLA
215
Tanglewood Legacy Advisors
Texas
$89K – – –
HNB
216
Huntington National Bank
Ohio
$85.4K -$79.5K – –
BFPW
217
BOK Financial Private Wealth
Colorado
$81.3K – – –
Russell Investments Group
218
Russell Investments Group
United Kingdom
$76.7K -$16.8K -413 -18%
GWM
219
Geneos Wealth Management
Colorado
$73.2K -$42.9K -1,055 -37%
CIAS
220
CBIZ Investment Advisory Services
Ohio
$72.8K – – –
AUB
221
Atlantic Union Bankshares
Virginia
$70.4K +$70.4K +1,732 New
AA
222
Addison Advisors
Vermont
$66.1K – – –
PMFA
223
Plante Moran Financial Advisors
Michigan
$66K +$18.5K +455 +39%
HAP
224
Harbor Asset Planning
Massachusetts
$64.6K +$64.6K +1,587 New
FFA
225
Farther Finance Advisors
California
$64K +$24.3K +598 +61%
7 8
9
10 11